Upcoming Webinars, Seminars & Conference Calls
October 20, 2021
- Deduction Ideas for Business Owners –
an American National webinar
Join American National’s Pension team for this 30-minute presentation on strategies and solutions that create deductions for Small Business Owners.
They’ll cover different retirement planning ideas, how to approach business owners and what kind of support you can expect from them to make you successful in this market.
1PM ET - Register here.
October 21, 2021
- What proposed tax changes could mean for high net worth individuals and businesses –
a Securian Financial webinar
In August, the House Ways and Means Committee released and approved draft legislation as part of Congress’ ongoing $3.5 trillion budget reconciliation bill. The legislation includes significant tax proposals that, if passed, will dramatically increase what high-net worth individuals and corporations pay.
2PM ET - Register here.
October 27, 2021
- Lifetime Income Choice — How to Maximize your Clients Retirement –
an AIG webinar
2PM ET - Register here.
October 29, 2021
- Hybrid Life & Annuity LTC Training –
a OneAmerica webinar
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11AM ET - Register here.
November 10, 2021
- Social Security Savvy –
an AIG webinar
2PM ET - Register here.
November 11, 2021
- The Leading Tomorrow with OneAmerica Speaker Series: with Deborah Shames & David Booth / Pitch to Win - Virtual Victory -
a OneAmerica webinar
You’re invited to the second season of the Care Solutions speaker series Leading Tomorrow with OneAmerica! You’ll hear from carefully selected thought leaders during these exclusive virtual events. Each session has been designed to help you learn more about the topics that matter most to your clients, and to offer you inspiration and motivation for the important work you’re doing.
2PM ET - Sign up here.
November 12, 2021
- Hybrid Life & Annuity LTC Training –
a OneAmerica webinar
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11AM ET - Register here.
December 8, 2021
- Tax Savvy –
an AIG webinar
2PM ET - Register here.
December 10, 2021
- Hybrid Life & Annuity LTC Training –
a OneAmerica webinar
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11AM ET - Register here.